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Set up your first integration
Quickly connect PandaDoc to Stripe with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate PandaDoc with Stripe - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Document Completed" from PandaDoc.
Add your action
An action happens after the trigger—such as "Cancel Subscription" in Stripe.
You’re connected!
Zapier seamlessly connects PandaDoc and Stripe, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Source
Try ItTriggerInstant- Source
Try ItTriggerInstant- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
ActionWrite- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
ActionWrite
- Source
- Document Status
Try ItTriggerInstant- Source
Try ItTriggerInstant- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite
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Connect PandaDoc and Stripe to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate PandaDoc on the Zapier blog
Learn how to automate Stripe on the Zapier blog
Frequently Asked Questions about PandaDoc + Stripe integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with PandaDoc and Stripe
How can I integrate PandaDoc with Stripe?
You can integrate PandaDoc with Stripe using our platform by setting up triggers and actions. For instance, a common trigger might be the completion of a document in PandaDoc, which then prompts an action in Stripe, such as automatically charging a customer's credit card or creating a new customer record.
What are some common triggers when integrating PandaDoc with Stripe?
Common triggers include the completion of a document in PandaDoc or changes to the status of a document. These triggers can initiate actions in Stripe such as processing payments or updating customer information.
What types of documents in PandaDoc can trigger actions in Stripe?
Documents such as invoices, proposals, or contracts that reach a certain status (e.g., completed or approved) can act as triggers for actions within Stripe, like payment processing.
Can I use this integration to automate billing processes?
Yes, by setting up matching triggers and actions between PandaDoc and Stripe, you can automate various billing processes. For instance, upon the approval of an invoice in PandaDoc, a charge could be automatically processed through Stripe.
Is it possible to create new customers in Stripe through this integration?
Absolutely. When a new document is completed in PandaDoc that includes client details, it can trigger an action to create a new customer record in Stripe seamlessly.
How do we handle errors during integration setup?
If you encounter any errors during setup, we recommend double-checking all fields and settings for both platforms. Verify that each specified trigger leads to the correct desired action. Reach out to our support if further assistance is required.
Can payment statuses from Stripe update documents in PandaDoc?
Currently, our integration primarily supports triggering actions from document completions within PandaDoc to initiate processes in Stripe. However, reverse automations would need additional configuration not generally covered by default settings.
